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IFSL BARCLAYS DEFINED RETURNS AUTOCALL FUND 1 B - Fund overview

Bestinvest rating 3 stars


Overview of IFSL BARCLAYS DEFINED RETURNS AUTOCALL FUND 1 B

This structured product has a 6 year term but is structured as an OEIC with daily dealing. It has the potential to mature after 3, 4, 5 or 6 years, depending on the returns of the FTSE 100. If the index is above its initial level (6001.2) at those times, the plan closes and investors receiving the issue price (100p) plus 19.5p (yr3), 26p(yr4), 32.5p(yr5) or 39p (yr6). If none of the kickouts are triggered investors will receive no growth and, if the index is below 60% of its initial level, will lose their capital 1:1 in line with the drop in the FTSE 100.

Standard Initial Charge

3.00% 2.00%

Invest via Bestinvest

to save 1.00%

Fund summary

Sector  Specialist
Product type  OEIC
Launched  January, 2011
Size  £2m
Yield 0.0%
Charging basis  –
Dividends paid  N/A
Bid price 95.90p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 0.70%
Total expense ratio 0.70%
Reduction in yield (10yr) 0.90%

Bestinvest says


Investors' capital is used to buy derivatives issued by Barclays Bank PLC, structured to meet the objectives of the plan. Unlike other listed securities, structured products are subject to counterparty risk. To reduce the risk, the fund is required to provide an independent depository with government bonds rated at least AA as collateral. The fund has legal rights to these bonds and, should Barclays Bank PLC fail, they will be sold and the proceeds will be paid into the fund.

Portfolio

ifsl barclays defined returns autocall fund 1 b asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds
Quality bonds 40%
Property
Commodities
Hedge
Fund cash
ifsl barclays defined returns autocall fund 1 b equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
ifsl barclays defined returns autocall fund 1 b equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps
Small Caps

Investment process


If the FTSE100 is above its initial level at the end of the year 3, 4, 5 or 6 the fund closes and investors receive their Initial Capital plus 6.5p per annum simple growth for each year of the plan.
If the FTSE100 ends below 100% of its initial level but finishes above 60% of its starting level at the end of the term, investors receive their Initial Capital but no growth. If the FTSE 100 finishes below 60% of the initial level, investors lose their initial capital in line with index.
Returns are expected to be treated as capital gains for tax purposes.
When tracking the index in this manner, investors do not gain any benefit from dividends - these would be received if they held the underlying shares.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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